Account Financial Risk

account_financial_risk
REPOSITORY
REPOSITORYOCA/credit-control
GIT
GIThttps://github.com/OCA/credit-control.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/credit-control/tree/19.0/account_financial_risk
VERSION
VERSION 1.0.0
CATEGORY
CATEGORYAccounting
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERSWeblate, OCA-git-bot, oca-ci, Pablo Cortés
WEBSITE
WEBSITEhttps://github.com/OCA/credit-control
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:40:50
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - contacts
    - base
    - mail
    - base_setup
    - web
    - bus
    - web_tour
    - html_editor
    - account
    - onboarding
    - product
    - uom
    - analytic
    - portal
    - http_routing
    - auth_signup
    - digest
    - resource
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
Adds a new page in partner to manage its *Financial Risk*. (Only visible
for User or Manager Financial Risk groups)

If any limit is exceeded, you won't be able to confirm any of its
invoices unless you are authorized (Financial Risk Manager group). You
can click in risk amount to view amount origin.

![](../static/description/financial_risk_click.png)

When a non-zero credit limit is set, the last modification date is saved
and displayed next to the credit limit.

Optionally, the credit information can be shown in the portal view
for the customer, if configured accordingly.

![](../static/description/financial_risk_portal.png)

Code Analysis

Views touched (6)
XML IDNameModelTypeStatus
financial_risk_account_move_line_pivot_view Account financial risk account move line pivot view account.move.line pivot New
financial_risk_info financial_risk_info ir.ui.view qweb New
partner_risk_exceeded_wizard Partner risk exceeded partner.risk.exceeded.wiz form New
res_config_settings_view_form res.config.settings.view.form.inherit.partner.financial.risk res.config.settings xpath Inherits account.res_config_settings_view_form
res_partner_view_risk res.partner.view.risk res.partner field Inherits base.view_partner_form
side_content side_content ir.ui.view qweb Inherits portal.side_content
Models touched (6)

New fields (2)
  • risk_amount_total_currency Monetary
    compute='_compute_risk_amount_total_currency' currency_field='risk_currency_id' string='Risk Amount Total'
  • risk_currency_id Many2one
    related='partner_id.risk_currency_id'
Public methods (2)
  • action_post(self)
  • risk_exception_msg(self)

New fields (4)
  • continue_method Char
  • exception_msg Text
    readonly=True
  • origin_reference Reference
    string='Object' args: <expr>
  • partner_id Many2one → res.partner
    comodel_name='res.partner' readonly=True string='Customer'
Public methods (2)
  • action_show(self)
  • button_continue(self)

New fields (2)
  • allow_overrisk_invoice_validation Boolean
    help='Always allow the validation of draft invoices. Useful when the flow comes from sales orders and the over-risk has already been allowed when confirming these.' string='Allow invoice validation over the risk'
  • invoice_unpaid_margin Integer
    help='Days after due date to set an invoice as unpaid. The change of this field recompute all partners risk, be patient.' string='Maturity Margin'
Public methods (0)

No public methods.

New fields (3)
  • allow_overrisk_invoice_validation Boolean
    readonly=False related='company_id.allow_overrisk_invoice_validation'
  • invoice_unpaid_margin Integer
    readonly=False related='company_id.invoice_unpaid_margin'
  • portal_show_financial_risk Boolean
    config_parameter='account_financial_risk.portal_show_financial_risk' help='If enabled, portal users will be able to see their credit information.' string='Show credit information in portal'
Public methods (0)

No public methods.

New fields (30)
  • credit_currency Selection
    default='company' selection=[('company', 'Company Currency'), ('receivable', 'Receivable Currency'), ('pricelist', 'Pricelist Currency'), ('manual', 'Manual Credit Currency')] tracking=True
  • credit_limit Float
    tracking=True
  • credit_policy Char
  • date_credit_limit Date
    compute='_compute_date_credit_limit' readonly=False store=True string='Last Credit Limit Date'
  • manual_credit_currency_id Many2one → res.currency
    comodel_name='res.currency' string='Manual Credit Currency'
  • move_line_ids One2many → account.move.line
    comodel_name='account.move.line' inverse_name='partner_id' string='Account Moves'
  • portal_show_financial_risk_visible Boolean
    compute='_compute_portal_show_financial_risk_visible' help='Helper field to control visibility of the partner option based on global config.'
  • risk_account_amount Monetary
    compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.' string='Total Other Account Open Amount'
  • risk_account_amount_include Boolean
    help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.' string='Include Other Account Open Amount'
  • risk_account_amount_limit Monetary
    currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit Other Account Open Amount'
  • risk_account_amount_unpaid Monetary
    compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.' string='Total Other Account Unpaid Amount'
  • risk_account_amount_unpaid_include Boolean
    help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.' string='Include Other Account Unpaid Amount'
  • risk_account_amount_unpaid_limit Monetary
    currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit Other Account Unpaid Amount'
  • risk_allow_edit Boolean
    compute='_compute_risk_allow_edit'
  • risk_amount_exceeded Monetary
    compute='_compute_risk_exception' currency_field='risk_currency_id' string='Risk Over Limit'
  • risk_currency_id Many2one → res.currency
    comodel_name='res.currency' compute='_compute_credit_currency'
  • risk_exception Boolean
    compute='_compute_risk_exception' help='It Indicate if partner risk exceeded' search='_search_risk_exception'
  • risk_invoice_draft Monetary
    compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Total amount of invoices in Draft or Pro-forma state' string='Total Draft Invoices'
  • risk_invoice_draft_include Boolean
    help='Full risk computation' string='Include Draft Invoices'
  • risk_invoice_draft_limit Monetary
    currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit In Draft Invoices'
  • risk_invoice_open Monetary
    compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.' string='Total Open Invoices/Principal Balance'
  • risk_invoice_open_include Boolean
    help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.' string='Include Open Invoices/Principal Balance'
  • risk_invoice_open_limit Monetary
    currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit In Open Invoices/Principal Balance'
  • risk_invoice_unpaid Monetary
    compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.' string='Total Unpaid Invoices/Principal Balance'
  • risk_invoice_unpaid_include Boolean
    help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.' string='Include Unpaid Invoices/Principal Balance'
  • risk_invoice_unpaid_limit Monetary
    currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit In Unpaid Invoices/Principal Balance'
  • risk_remaining_percentage Float
    compute='_compute_risk_remaining' search='_search_risk_remaining_percentage' string='Risk Remaining (Percentage)'
  • risk_remaining_value Monetary
    compute='_compute_risk_remaining' currency_field='risk_currency_id' string='Risk Remaining (Value)'
  • risk_total Monetary
    compute='_compute_risk_exception' currency_field='risk_currency_id' help='Sum of total risk included' string='Total Risk'
  • show_financial_risk_in_portal Boolean
    default=True help='If enabled, this partner will see their financial risk in the portal, provided the global setting is also enabled.' string='Show credit information in portal'
Public methods (1)
  • open_risk_pivot_info(self)

New fields (0)

No new fields.

Public methods (1)
  • validate_move(self)
REPOSITORY
REPOSITORYOCA/credit-control
GIT
GIThttps://github.com/OCA/credit-control.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/credit-control/tree/18.0/account_financial_risk
VERSION
VERSION 1.2.0
CATEGORY
CATEGORYAccounting
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERSCarlos Dauden, Carlos Lopez, Víctor Martínez, Graeme Gellatly, Weblate, OCA-git-bot, oca-ci, pilarvargas-tecnativa, Tobias Zehntner, rjaraspearhead
WEBSITE
WEBSITEhttps://github.com/OCA/credit-control
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:30:18
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - onboarding
    - product
    - mail
    - bus
    - web_tour
    - html_editor
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
Adds a new page in partner to manage its *Financial Risk*. (Only visible
for User or Manager Financial Risk groups)

If any limit is exceeded, you won't be able to confirm any of its
invoices unless you are authorized (Financial Risk Manager group). You
can click in risk amount to view amount origin.

![](../static/description/financial_risk_click.png)

When a non-zero credit limit is set, the last modification date is saved
and displayed next to the credit limit.

Optionally, the credit information can be shown in the portal view
for the customer, if configured accordingly.

![](../static/description/financial_risk_portal.png)

Code Analysis

Views touched (6)
XML IDNameModelTypeStatus
financial_risk_account_move_line_pivot_view Account financial risk account move line pivot view account.move.line pivot New
financial_risk_info financial_risk_info ir.ui.view qweb New
partner_risk_exceeded_wizard Partner risk exceeded partner.risk.exceeded.wiz form New
res_config_settings_view_form res.config.settings.view.form.inherit.partner.financial.risk res.config.settings xpath Inherits account.res_config_settings_view_form
res_partner_view_risk res.partner.view.risk res.partner field Inherits base.view_partner_form
side_content side_content ir.ui.view qweb Inherits portal.side_content
Models touched (6)

New fields (2)
  • risk_amount_total_currency Monetary
    compute='_compute_risk_amount_total_currency' currency_field='risk_currency_id' string='Risk Amount Total'
  • risk_currency_id Many2one
    related='partner_id.risk_currency_id'
Public methods (2)
  • action_post(self)
  • risk_exception_msg(self)

New fields (4)
  • continue_method Char
  • exception_msg Text
    readonly=True
  • origin_reference Reference
    string='Object' args: <expr>
  • partner_id Many2one → res.partner
    comodel_name='res.partner' readonly=True string='Customer'
Public methods (2)
  • action_show(self)
  • button_continue(self)

New fields (2)
  • allow_overrisk_invoice_validation Boolean
    help='Always allow the validation of draft invoices. Useful when the flow comes from sales orders and the over-risk has already been allowed when confirming these.' string='Allow invoice validation over the risk'
  • invoice_unpaid_margin Integer
    help='Days after due date to set an invoice as unpaid. The change of this field recompute all partners risk, be patient.' string='Maturity Margin'
Public methods (0)

No public methods.

New fields (3)
  • allow_overrisk_invoice_validation Boolean
    readonly=False related='company_id.allow_overrisk_invoice_validation'
  • invoice_unpaid_margin Integer
    readonly=False related='company_id.invoice_unpaid_margin'
  • portal_show_financial_risk Boolean
    config_parameter='account_financial_risk.portal_show_financial_risk' help='If enabled, portal users will be able to see their credit information.' string='Show credit information in portal'
Public methods (0)

No public methods.

New fields (30)
  • credit_currency Selection
    default='company' selection=[('company', 'Company Currency'), ('receivable', 'Receivable Currency'), ('pricelist', 'Pricelist Currency'), ('manual', 'Manual Credit Currency')] tracking=True
  • credit_limit Float
    tracking=True
  • credit_policy Char
  • date_credit_limit Date
    compute='_compute_date_credit_limit' readonly=False store=True string='Last Credit Limit Date'
  • manual_credit_currency_id Many2one → res.currency
    comodel_name='res.currency' string='Manual Credit Currency'
  • move_line_ids One2many → account.move.line
    comodel_name='account.move.line' inverse_name='partner_id' string='Account Moves'
  • portal_show_financial_risk_visible Boolean
    compute='_compute_portal_show_financial_risk_visible' help='Helper field to control visibility of the partner option based on global config.'
  • risk_account_amount Monetary
    compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.' string='Total Other Account Open Amount'
  • risk_account_amount_include Boolean
    help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.' string='Include Other Account Open Amount'
  • risk_account_amount_limit Monetary
    currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit Other Account Open Amount'
  • risk_account_amount_unpaid Monetary
    compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.' string='Total Other Account Unpaid Amount'
  • risk_account_amount_unpaid_include Boolean
    help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.' string='Include Other Account Unpaid Amount'
  • risk_account_amount_unpaid_limit Monetary
    currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit Other Account Unpaid Amount'
  • risk_allow_edit Boolean
    compute='_compute_risk_allow_edit'
  • risk_amount_exceeded Monetary
    compute='_compute_risk_exception' currency_field='risk_currency_id' string='Risk Over Limit'
  • risk_currency_id Many2one → res.currency
    comodel_name='res.currency' compute='_compute_credit_currency'
  • risk_exception Boolean
    compute='_compute_risk_exception' help='It Indicate if partner risk exceeded' search='_search_risk_exception'
  • risk_invoice_draft Monetary
    compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Total amount of invoices in Draft or Pro-forma state' string='Total Draft Invoices'
  • risk_invoice_draft_include Boolean
    help='Full risk computation' string='Include Draft Invoices'
  • risk_invoice_draft_limit Monetary
    currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit In Draft Invoices'
  • risk_invoice_open Monetary
    compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.' string='Total Open Invoices/Principal Balance'
  • risk_invoice_open_include Boolean
    help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.' string='Include Open Invoices/Principal Balance'
  • risk_invoice_open_limit Monetary
    currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit In Open Invoices/Principal Balance'
  • risk_invoice_unpaid Monetary
    compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.' string='Total Unpaid Invoices/Principal Balance'
  • risk_invoice_unpaid_include Boolean
    help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.' string='Include Unpaid Invoices/Principal Balance'
  • risk_invoice_unpaid_limit Monetary
    currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit In Unpaid Invoices/Principal Balance'
  • risk_remaining_percentage Float
    compute='_compute_risk_remaining' search='_search_risk_remaining_percentage' string='Risk Remaining (Percentage)'
  • risk_remaining_value Monetary
    compute='_compute_risk_remaining' currency_field='risk_currency_id' string='Risk Remaining (Value)'
  • risk_total Monetary
    compute='_compute_risk_exception' currency_field='risk_currency_id' help='Sum of total risk included' string='Total Risk'
  • show_financial_risk_in_portal Boolean
    default=True help='If enabled, this partner will see their financial risk in the portal, provided the global setting is also enabled.' string='Show credit information in portal'
Public methods (1)
  • open_risk_pivot_info(self)

New fields (0)

No new fields.

Public methods (1)
  • validate_move(self)
REPOSITORY
REPOSITORYOCA/credit-control
GIT
GIThttps://github.com/OCA/credit-control.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/credit-control/tree/17.0/account_financial_risk
VERSION
VERSION 1.3.0
CATEGORY
CATEGORYAccounting
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERSPedro M. Baeza, Carlos Dauden, Carlos Lopez, Weblate, OCA-git-bot, oca-ci, pilarvargas-tecnativa, sbiosca-s73
WEBSITE
WEBSITEhttps://github.com/OCA/credit-control
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:20:10
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - onboarding
    - product
    - mail
    - bus
    - web_tour
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
Adds a new page in partner to manage its *Financial Risk*. (Only visible
for User or Manager Financial Risk groups)

If any limit is exceeded, you won't be able to confirm any of its
invoices unless you are authorized (Financial Risk Manager group). You
can click in risk amount to view amount origin.

![](../static/description/financial_risk_click.png)

When a non-zero credit limit is set, the last modification date is saved
and displayed next to the credit limit.

Optionally, the credit information can be shown in the portal view
for the customer, if configured accordingly.

![](../static/description/financial_risk_portal.png)

Code Analysis

Views touched (6)
XML IDNameModelTypeStatus
financial_risk_account_move_line_pivot_view Account financial risk account move line pivot view account.move.line pivot New
financial_risk_info financial_risk_info ir.ui.view qweb New
partner_risk_exceeded_wizard Partner risk exceeded partner.risk.exceeded.wiz form New
res_config_settings_view_form res.config.settings.view.form.inherit.partner.financial.risk res.config.settings xpath Inherits account.res_config_settings_view_form
res_partner_view_risk res.partner.view.risk res.partner field Inherits base.view_partner_form
side_content side_content ir.ui.view qweb Inherits portal.side_content
Models touched (6)

New fields (2)
  • risk_amount_total_currency Monetary
    compute='_compute_risk_amount_total_currency' currency_field='risk_currency_id' string='Risk Amount Total'
  • risk_currency_id Many2one
    related='partner_id.risk_currency_id'
Public methods (2)
  • action_post(self)
  • risk_exception_msg(self)

New fields (4)
  • continue_method Char
  • exception_msg Text
    readonly=True
  • origin_reference Reference
    string='Object' args: <expr>
  • partner_id Many2one → res.partner
    comodel_name='res.partner' readonly=True string='Customer'
Public methods (2)
  • action_show(self)
  • button_continue(self)

New fields (2)
  • allow_overrisk_invoice_validation Boolean
    help='Always allow the validation of draft invoices. Useful when the flow comes from sales orders and the over-risk has already been allowed when confirming these.' string='Allow invoice validation over the risk'
  • invoice_unpaid_margin Integer
    help='Days after due date to set an invoice as unpaid. The change of this field recompute all partners risk, be patient.' string='Maturity Margin'
Public methods (0)

No public methods.

New fields (3)
  • allow_overrisk_invoice_validation Boolean
    readonly=False related='company_id.allow_overrisk_invoice_validation'
  • invoice_unpaid_margin Integer
    readonly=False related='company_id.invoice_unpaid_margin'
  • portal_show_financial_risk Boolean
    config_parameter='account_financial_risk.portal_show_financial_risk' help='If enabled, portal users will be able to see their credit information.' string='Show credit information in portal'
Public methods (0)

No public methods.

New fields (30)
  • credit_currency Selection
    default='company' selection=[('company', 'Company Currency'), ('receivable', 'Receivable Currency'), ('pricelist', 'Pricelist Currency'), ('manual', 'Manual Credit Currency')] tracking=True
  • credit_limit Float
    tracking=True
  • credit_policy Char
  • date_credit_limit Date
    compute='_compute_date_credit_limit' readonly=False store=True string='Last Credit Limit Date'
  • manual_credit_currency_id Many2one → res.currency
    comodel_name='res.currency' string='Manual Credit Currency'
  • move_line_ids One2many → account.move.line
    comodel_name='account.move.line' inverse_name='partner_id' string='Account Moves'
  • portal_show_financial_risk_visible Boolean
    compute='_compute_portal_show_financial_risk_visible' help='Helper field to control visibility of the partner option based on global config.'
  • risk_account_amount Monetary
    compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.' string='Total Other Account Open Amount'
  • risk_account_amount_include Boolean
    help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.' string='Include Other Account Open Amount'
  • risk_account_amount_limit Monetary
    currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit Other Account Open Amount'
  • risk_account_amount_unpaid Monetary
    compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.' string='Total Other Account Unpaid Amount'
  • risk_account_amount_unpaid_include Boolean
    help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.' string='Include Other Account Unpaid Amount'
  • risk_account_amount_unpaid_limit Monetary
    currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit Other Account Unpaid Amount'
  • risk_allow_edit Boolean
    compute='_compute_risk_allow_edit'
  • risk_amount_exceeded Monetary
    compute='_compute_risk_exception' currency_field='risk_currency_id' string='Risk Over Limit'
  • risk_currency_id Many2one → res.currency
    comodel_name='res.currency' compute='_compute_credit_currency'
  • risk_exception Boolean
    compute='_compute_risk_exception' help='It Indicate if partner risk exceeded' search='_search_risk_exception'
  • risk_invoice_draft Monetary
    compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Total amount of invoices in Draft or Pro-forma state' string='Total Draft Invoices'
  • risk_invoice_draft_include Boolean
    help='Full risk computation' string='Include Draft Invoices'
  • risk_invoice_draft_limit Monetary
    currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit In Draft Invoices'
  • risk_invoice_open Monetary
    compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.' string='Total Open Invoices/Principal Balance'
  • risk_invoice_open_include Boolean
    help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.' string='Include Open Invoices/Principal Balance'
  • risk_invoice_open_limit Monetary
    currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit In Open Invoices/Principal Balance'
  • risk_invoice_unpaid Monetary
    compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.' string='Total Unpaid Invoices/Principal Balance'
  • risk_invoice_unpaid_include Boolean
    help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.' string='Include Unpaid Invoices/Principal Balance'
  • risk_invoice_unpaid_limit Monetary
    currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit In Unpaid Invoices/Principal Balance'
  • risk_remaining_percentage Float
    compute='_compute_risk_remaining' search='_search_risk_remaining_percentage' string='Risk Remaining (Percentage)'
  • risk_remaining_value Monetary
    compute='_compute_risk_remaining' currency_field='risk_currency_id' string='Risk Remaining (Value)'
  • risk_total Monetary
    compute='_compute_risk_exception' currency_field='risk_currency_id' help='Sum of total risk included' string='Total Risk'
  • show_financial_risk_in_portal Boolean
    default=True help='If enabled, this partner will see their financial risk in the portal, provided the global setting is also enabled.' string='Show credit information in portal'
Public methods (1)
  • open_risk_pivot_info(self)

New fields (0)

No new fields.

Public methods (1)
  • validate_move(self)
REPOSITORY
REPOSITORYOCA/credit-control
GIT
GIThttps://github.com/OCA/credit-control.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/credit-control/tree/16.0/account_financial_risk
VERSION
VERSION 1.4.1
CATEGORY
CATEGORYAccounting
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERSPedro M. Baeza, Carlos Dauden, Luis Ernesto Garcia Medina, Weblate, OCA-git-bot, oca-ci, pilarvargas-tecnativa, Stefan, josep-tecnativa
WEBSITE
WEBSITEhttps://github.com/OCA/credit-control
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:53:57
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - product
    - mail
    - bus
    - web_tour
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION

            
        


        
Code Analysis

        
Views touched (6)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    financial_risk_account_move_line_pivot_view
                    Account financial risk account move line pivot view
                    account.move.line
                    pivot
                    
                        
                        New
                        
                    
                

                
                

                    financial_risk_info
                    financial_risk_info
                    ir.ui.view
                    qweb
                    
                        
                        New
                        
                    
                

                
                

                    partner_risk_exceeded_wizard
                    Partner risk exceeded
                    partner.risk.exceeded.wiz
                    form
                    
                        
                        New
                        
                    
                

                
                

                    portal_layout
                    portal_layout
                    ir.ui.view
                    qweb
                    
                        
                        Inherits portal.portal_layout
                        
                    
                

                
                

                    res_config_settings_view_form
                    res.config.settings.view.form.inherit.partner.financial.risk
                    res.config.settings
                    xpath
                    
                        
                        Inherits account.res_config_settings_view_form
                        
                    
                

                
                

                    res_partner_view_risk
                    res.partner.view.risk
                    res.partner
                    field
                    
                        
                        Inherits base.view_partner_form
                        
                    
                

                
            
        

        

        

        
Models touched (6)

        
        

            
            

                

                    
                

                

                    

                        New fields (2)
                        
                        
    
                            
                            
  • 
                                risk_amount_total_currency
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_amount_total_currency'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    string='Risk Amount Total'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_currency_id
                                Many2one
                                
                                
    
                                    
                                    related='partner_id.risk_currency_id'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (2)
                        
                        
    
                            
                            
  • 
                                action_post(self)
                                
                                
                            
    • 
                            
                            
  • 
                                risk_exception_msg(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (4)
                        
                        
    
                            
                            
  • 
                                continue_method
                                Char
                                
                            
    • 
                            
                            
  • 
                                exception_msg
                                Text
                                
                                
    
                                    
                                    readonly=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                origin_reference
                                Reference
                                
                                
    
                                    
                                    
                                    
                                    string='Object'
                                    
                                    args: <expr>
                                
    
                                
                            
    • 
                            
                            
  • 
                                partner_id
                                Many2one → res.partner
                                
                                
    
                                    
                                    comodel_name='res.partner'
                                    
                                    readonly=True
                                    
                                    string='Customer'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (2)
                        
                        
    
                            
                            
  • 
                                action_show(self)
                                
                                
                            
    • 
                            
                            
  • 
                                button_continue(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (2)
                        
                        
    
                            
                            
  • 
                                allow_overrisk_invoice_validation
                                Boolean
                                
                                
    
                                    
                                    help='Always allow the validation of draft invoices. Useful when the flow comes from sales orders and the over-risk has already been allowed when confirming these.'
                                    
                                    string='Allow invoice validation over the risk'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                invoice_unpaid_margin
                                Integer
                                
                                
    
                                    
                                    help='Days after due date to set an invoice as unpaid. The change of this field recompute all partners risk, be patient.'
                                    
                                    string='Maturity Margin'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (0)
                        
                        
No public methods.

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (3)
                        
                        
    
                            
                            
  • 
                                allow_overrisk_invoice_validation
                                Boolean
                                
                                
    
                                    
                                    readonly=False
                                    
                                    related='company_id.allow_overrisk_invoice_validation'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                invoice_unpaid_margin
                                Integer
                                
                                
    
                                    
                                    readonly=False
                                    
                                    related='company_id.invoice_unpaid_margin'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                portal_show_financial_risk
                                Boolean
                                
                                
    
                                    
                                    config_parameter='account_financial_risk.portal_show_financial_risk'
                                    
                                    help='If enabled, portal users will be able to see their credit information.'
                                    
                                    string='Show credit information in portal'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (0)
                        
                        
No public methods.

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (30)
                        
                        
    
                            
                            
  • 
                                credit_currency
                                Selection
                                
                                
    
                                    
                                    default='company'
                                    
                                    selection=[('company', 'Company Currency'), ('receivable', 'Receivable Currency'), ('pricelist', 'Pricelist Currency'), ('manual', 'Manual Credit Currency')]
                                    
                                    tracking=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                credit_limit
                                Float
                                
                                
    
                                    
                                    tracking=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                credit_policy
                                Char
                                
                            
    • 
                            
                            
  • 
                                date_credit_limit
                                Date
                                
                                
    
                                    
                                    compute='_compute_date_credit_limit'
                                    
                                    readonly=False
                                    
                                    store=True
                                    
                                    string='Last Credit Limit Date'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                manual_credit_currency_id
                                Many2one → res.currency
                                
                                
    
                                    
                                    comodel_name='res.currency'
                                    
                                    string='Manual Credit Currency'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                move_line_ids
                                One2many → account.move.line
                                
                                
    
                                    
                                    comodel_name='account.move.line'
                                    
                                    inverse_name='partner_id'
                                    
                                    string='Account Moves'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                portal_show_financial_risk_visible
                                Boolean
                                
                                
    
                                    
                                    compute='_compute_portal_show_financial_risk_visible'
                                    
                                    help='Helper field to control visibility of the partner option based on global config.'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    compute_sudo=True
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Other Account Open Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Other Account Open Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit Other Account Open Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_unpaid
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    compute_sudo=True
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Other Account Unpaid Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_unpaid_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Other Account Unpaid Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_unpaid_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit Other Account Unpaid Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_allow_edit
                                Boolean
                                
                                
    
                                    
                                    compute='_compute_risk_allow_edit'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_amount_exceeded
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_exception'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    string='Risk Over Limit'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_currency_id
                                Many2one → res.currency
                                
                                
    
                                    
                                    comodel_name='res.currency'
                                    
                                    compute='_compute_credit_currency'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_exception
                                Boolean
                                
                                
    
                                    
                                    compute='_compute_risk_exception'
                                    
                                    help='It Indicate if partner risk exceeded'
                                    
                                    search='_search_risk_exception'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_draft
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    compute_sudo=True
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Total amount of invoices in Draft or Pro-forma state'
                                    
                                    string='Total Draft Invoices'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_draft_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation'
                                    
                                    string='Include Draft Invoices'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_draft_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit In Draft Invoices'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_open
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    compute_sudo=True
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Open Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_open_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Open Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_open_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit In Open Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_unpaid
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    compute_sudo=True
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Unpaid Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_unpaid_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Unpaid Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_unpaid_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit In Unpaid Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_remaining_percentage
                                Float
                                
                                
    
                                    
                                    compute='_compute_risk_remaining'
                                    
                                    search='_search_risk_remaining_percentage'
                                    
                                    string='Risk Remaining (Percentage)'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_remaining_value
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_remaining'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    string='Risk Remaining (Value)'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_total
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_exception'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Sum of total risk included'
                                    
                                    string='Total Risk'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                show_financial_risk_in_portal
                                Boolean
                                
                                
    
                                    
                                    default=True
                                    
                                    help='If enabled, this partner will see their financial risk in the portal, provided the global setting is also enabled.'
                                    
                                    string='Show credit information in portal'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (1)
                        
                        
    
                            
                            
  • 
                                open_risk_pivot_info(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (0)
                        
                        
No new fields.

                        
                        Public methods (1)
                        
                        
    
                            
                            
  • 
                                validate_move(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
        

        
    

    
    
    

        

            
                
REPOSITORY

                
REPOSITORYOCA/credit-control

                
GIT

                
GIThttps://github.com/OCA/credit-control.git

                
GIT FOLDER

                
GIT FOLDERhttps://github.com/OCA/credit-control/tree/15.0/account_financial_risk

                
VERSION

                
VERSION
                    
                    
                    1.7.3
                    
                

                
CATEGORY

                
CATEGORYAccounting

                
LICENSE

                
LICENSEAGPL-3

                
APPLICATION

                
APPLICATIONNo

                
AUTO-INSTALLABLE

                
AUTO-INSTALLABLENo

                
AUTHORS

                
AUTHORSTecnativa, Odoo Community Association (OCA)

                
MAINTAINERS

                
MAINTAINERSTecnativa, Odoo Community Association (OCA)

                
COMMITTERS

                
COMMITTERSPedro M. Baeza, Carlos Dauden, Lois Rilo, OCA Transbot, Miquel Raïch, sergio-teruel, Ernesto Tejeda, AaronHForgeFlow, Weblate, OCA-git-bot, Alfredo Zamora, oca-ci, Carlos Roca, angel, Joan Mateu Jordi, josep-tecnativa

                
WEBSITE

                
WEBSITEhttps://github.com/OCA/credit-control

                
LAST TRACKING UPDATE

                
LAST TRACKING UPDATE2026-07-06 00:46:41

                
ODOO DEPENDENCIES

                
ODOO DEPENDENCIES
                    
                    odoo/odoo:

                    
                        - account

                    
                        - base_setup

                    
                        - base

                    
                        - web

                    
                        - product

                    
                        - mail

                    
                        - bus

                    
                        - web_tour

                    
                        - uom

                    
                        - analytic

                    
                        - portal

                    
                        - web_editor

                    
                        - http_routing

                    
                        - auth_signup

                    
                        - digest

                    
                        - resource

                    
                    
                

                
PYTHON DEPENDENCIES

                
PYTHON DEPENDENCIES
                    
                    Not have
                    
                

                
SYSTEM DEPENDENCIES

                
SYSTEM DEPENDENCIES
                    
                    Not have
                    
                

                
DESCRIPTION

                
DESCRIPTION

            
        


        
Code Analysis

        
Views touched (4)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    financial_risk_account_move_line_pivot_view
                    Account financial risk account move line pivot view
                    account.move.line
                    pivot
                    
                        
                        New
                        
                    
                

                
                

                    partner_risk_exceeded_wizard
                    Partner risk exceeded
                    partner.risk.exceeded.wiz
                    form
                    
                        
                        New
                        
                    
                

                
                

                    res_config_settings_view_form
                    res.config.settings.view.form.inherit.partner.financial.risk
                    res.config.settings
                    xpath
                    
                        
                        Inherits account.res_config_settings_view_form
                        
                    
                

                
                

                    res_partner_view_risk
                    res.partner.view.risk
                    res.partner
                    page
                    
                        
                        Inherits base.view_partner_form
                        
                    
                

                
            
        

        

        

        
Models touched (6)

        
        

            
            

                

                    
                

                

                    

                        New fields (2)
                        
                        
    
                            
                            
  • 
                                risk_amount_total_currency
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_amount_total_currency'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    string='Risk Amount Total'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_currency_id
                                Many2one
                                
                                
    
                                    
                                    related='partner_id.risk_currency_id'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (2)
                        
                        
    
                            
                            
  • 
                                action_post(self)
                                
                                
                            
    • 
                            
                            
  • 
                                risk_exception_msg(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (4)
                        
                        
    
                            
                            
  • 
                                continue_method
                                Char
                                
                            
    • 
                            
                            
  • 
                                exception_msg
                                Text
                                
                                
    
                                    
                                    readonly=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                origin_reference
                                Reference
                                
                                
    
                                    
                                    
                                    
                                    string='Object'
                                    
                                    args: <expr>
                                
    
                                
                            
    • 
                            
                            
  • 
                                partner_id
                                Many2one → res.partner
                                
                                
    
                                    
                                    comodel_name='res.partner'
                                    
                                    readonly=True
                                    
                                    string='Customer'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (2)
                        
                        
    
                            
                            
  • 
                                action_show(self)
                                
                                
                            
    • 
                            
                            
  • 
                                button_continue(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (2)
                        
                        
    
                            
                            
  • 
                                allow_overrisk_invoice_validation
                                Boolean
                                
                                
    
                                    
                                    help='Always allow the validation of draft invoices. Useful when the flow comes from sales orders and the over-risk has already been allowed when confirming these.'
                                    
                                    string='Allow invoice validation over the risk'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                invoice_unpaid_margin
                                Integer
                                
                                
    
                                    
                                    help='Days after due date to set an invoice as unpaid. The change of this field recompute all partners risk, be patient.'
                                    
                                    string='Maturity Margin'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (0)
                        
                        
No public methods.

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (2)
                        
                        
    
                            
                            
  • 
                                allow_overrisk_invoice_validation
                                Boolean
                                
                                
    
                                    
                                    readonly=False
                                    
                                    related='company_id.allow_overrisk_invoice_validation'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                invoice_unpaid_margin
                                Integer
                                
                                
    
                                    
                                    readonly=False
                                    
                                    related='company_id.invoice_unpaid_margin'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (0)
                        
                        
No public methods.

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (28)
                        
                        
    
                            
                            
  • 
                                credit_currency
                                Selection
                                
                                
    
                                    
                                    default='company'
                                    
                                    selection=[('company', 'Company Currency'), ('receivable', 'Receivable Currency'), ('pricelist', 'Pricelist Currency'), ('manual', 'Manual Credit Currency')]
                                    
                                    tracking=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                credit_limit
                                Float
                                
                                
    
                                    
                                    tracking=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                credit_policy
                                Char
                                
                            
    • 
                            
                            
  • 
                                date_credit_limit
                                Date
                                
                                
    
                                    
                                    compute='_compute_date_credit_limit'
                                    
                                    readonly=False
                                    
                                    store=True
                                    
                                    string='Last Credit Limit Date'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                manual_credit_currency_id
                                Many2one → res.currency
                                
                                
    
                                    
                                    comodel_name='res.currency'
                                    
                                    string='Manual Credit Currency'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                move_line_ids
                                One2many → account.move.line
                                
                                
    
                                    
                                    comodel_name='account.move.line'
                                    
                                    inverse_name='partner_id'
                                    
                                    string='Account Moves'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    compute_sudo=True
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Other Account Open Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Other Account Open Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit Other Account Open Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_unpaid
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    compute_sudo=True
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Other Account Unpaid Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_unpaid_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Other Account Unpaid Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_unpaid_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit Other Account Unpaid Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_allow_edit
                                Boolean
                                
                                
    
                                    
                                    compute='_compute_risk_allow_edit'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_amount_exceeded
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_exception'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    string='Risk Over Limit'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_currency_id
                                Many2one → res.currency
                                
                                
    
                                    
                                    comodel_name='res.currency'
                                    
                                    compute='_compute_credit_currency'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_exception
                                Boolean
                                
                                
    
                                    
                                    compute='_compute_risk_exception'
                                    
                                    help='It Indicate if partner risk exceeded'
                                    
                                    search='_search_risk_exception'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_draft
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    compute_sudo=True
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Total amount of invoices in Draft or Pro-forma state'
                                    
                                    string='Total Draft Invoices'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_draft_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation'
                                    
                                    string='Include Draft Invoices'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_draft_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit In Draft Invoices'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_open
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    compute_sudo=True
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Open Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_open_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Open Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_open_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit In Open Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_unpaid
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    compute_sudo=True
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Unpaid Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_unpaid_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Unpaid Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_unpaid_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit In Unpaid Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_remaining_percentage
                                Float
                                
                                
    
                                    
                                    compute='_compute_risk_remaining'
                                    
                                    string='Risk Remaining (Percentage)'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_remaining_value
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_remaining'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    string='Risk Remaining (Value)'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_total
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_exception'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Sum of total risk included'
                                    
                                    string='Total Risk'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (1)
                        
                        
    
                            
                            
  • 
                                open_risk_pivot_info(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (0)
                        
                        
No new fields.

                        
                        Public methods (1)
                        
                        
    
                            
                            
  • 
                                validate_move(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
        

        
    

    
    
    

        

            
                
REPOSITORY

                
REPOSITORYOCA/credit-control

                
GIT

                
GIThttps://github.com/OCA/credit-control.git

                
GIT FOLDER

                
GIT FOLDERhttps://github.com/OCA/credit-control/tree/14.0/account_financial_risk

                
VERSION

                
VERSION
                    
                    
                    2.2.2
                    
                

                
CATEGORY

                
CATEGORYAccounting

                
LICENSE

                
LICENSEAGPL-3

                
APPLICATION

                
APPLICATIONNo

                
AUTO-INSTALLABLE

                
AUTO-INSTALLABLENo

                
AUTHORS

                
AUTHORSTecnativa, Odoo Community Association (OCA)

                
MAINTAINERS

                
MAINTAINERSTecnativa, Odoo Community Association (OCA)

                
COMMITTERS

                
COMMITTERSPedro M. Baeza, Carlos Dauden, OCA Transbot, Miquel Raïch, oca-travis, Weblate, OCA-git-bot, Alfredo Zamora, Benoit Aimont, Ilyas, oca-git-bot, Kev-Roche, psugne

                
WEBSITE

                
WEBSITEhttps://github.com/OCA/credit-control

                
LAST TRACKING UPDATE

                
LAST TRACKING UPDATE2026-07-06 00:41:10

                
ODOO DEPENDENCIES

                
ODOO DEPENDENCIES
                    
                    odoo/odoo:

                    
                        - account

                    
                        - base_setup

                    
                        - base

                    
                        - web

                    
                        - product

                    
                        - mail

                    
                        - bus

                    
                        - web_tour

                    
                        - uom

                    
                        - analytic

                    
                        - portal

                    
                        - web_editor

                    
                        - http_routing

                    
                        - auth_signup

                    
                        - digest

                    
                        - resource

                    
                    
                

                
PYTHON DEPENDENCIES

                
PYTHON DEPENDENCIES
                    
                    Not have
                    
                

                
SYSTEM DEPENDENCIES

                
SYSTEM DEPENDENCIES
                    
                    Not have
                    
                

                
DESCRIPTION

                
DESCRIPTION

            
        


        
Code Analysis

        
Views touched (5)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    assets_common
                    assets_common
                    ir.ui.view
                    qweb
                    
                        
                        Inherits web.assets_common
                        
                    
                

                
                

                    financial_risk_account_move_line_pivot_view
                    Account financial risk account move line pivot view
                    account.move.line
                    pivot
                    
                        
                        New
                        
                    
                

                
                

                    partner_risk_exceeded_wizard
                    Partner risk exceeded
                    partner.risk.exceeded.wiz
                    form
                    
                        
                        New
                        
                    
                

                
                

                    res_config_settings_view_form
                    res.config.settings.view.form.inherit.partner.financial.risk
                    res.config.settings
                    xpath
                    
                        
                        Inherits account.res_config_settings_view_form
                        
                    
                

                
                

                    res_partner_view_risk
                    res.partner.view.risk
                    res.partner
                    page
                    
                        
                        Inherits base.view_partner_form
                        
                    
                

                
            
        

        

        

        
Models touched (5)

        
        

            
            

                

                    
                

                

                    

                        New fields (2)
                        
                        
    
                            
                            
  • 
                                risk_amount_total_currency
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_amount_total_currency'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    string='Risk Amount Total'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_currency_id
                                Many2one
                                
                                
    
                                    
                                    related='partner_id.risk_currency_id'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (2)
                        
                        
    
                            
                            
  • 
                                action_post(self)
                                
                                
                            
    • 
                            
                            
  • 
                                risk_exception_msg(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (4)
                        
                        
    
                            
                            
  • 
                                continue_method
                                Char
                                
                            
    • 
                            
                            
  • 
                                exception_msg
                                Text
                                
                                
    
                                    
                                    readonly=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                origin_reference
                                Reference
                                
                                
    
                                    
                                    
                                    
                                    string='Object'
                                    
                                    args: <expr>
                                
    
                                
                            
    • 
                            
                            
  • 
                                partner_id
                                Many2one → res.partner
                                
                                
    
                                    
                                    comodel_name='res.partner'
                                    
                                    readonly=True
                                    
                                    string='Customer'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (2)
                        
                        
    
                            
                            
  • 
                                action_show(self)
                                
                                
                            
    • 
                            
                            
  • 
                                button_continue(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (2)
                        
                        
    
                            
                            
  • 
                                allow_overrisk_invoice_validation
                                Boolean
                                
                                
    
                                    
                                    help='Always allow the validation of draft invoices. Useful when the flow comes from sales orders and the over-risk has already been allowed when confirming these.'
                                    
                                    string='Allow invoice validation over the risk'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                invoice_unpaid_margin
                                Integer
                                
                                
    
                                    
                                    help='Days after due date to set an invoice as unpaid. The change of this field recompute all partners risk, be patient.'
                                    
                                    string='Maturity Margin'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (0)
                        
                        
No public methods.

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (2)
                        
                        
    
                            
                            
  • 
                                allow_overrisk_invoice_validation
                                Boolean
                                
                                
    
                                    
                                    readonly=False
                                    
                                    related='company_id.allow_overrisk_invoice_validation'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                invoice_unpaid_margin
                                Integer
                                
                                
    
                                    
                                    readonly=False
                                    
                                    related='company_id.invoice_unpaid_margin'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (0)
                        
                        
No public methods.

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (27)
                        
                        
    
                            
                            
  • 
                                credit_currency
                                Selection
                                
                                
    
                                    
                                    default='company'
                                    
                                    selection=[('company', 'Company Currency'), ('receivable', 'Receivable Currency'), ('pricelist', 'Pricelist Currency'), ('manual', 'Manual Credit Currency')]
                                    
                                    tracking=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                credit_limit
                                Float
                                
                                
    
                                    
                                    tracking=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                credit_policy
                                Char
                                
                            
    • 
                            
                            
  • 
                                manual_credit_currency_id
                                Many2one → res.currency
                                
                                
    
                                    
                                    comodel_name='res.currency'
                                    
                                    string='Manual Credit Currency'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                move_line_ids
                                One2many → account.move.line
                                
                                
    
                                    
                                    comodel_name='account.move.line'
                                    
                                    inverse_name='partner_id'
                                    
                                    string='Account Moves'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Other Account Open Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Other Account Open Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit Other Account Open Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_unpaid
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Other Account Unpaid Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_unpaid_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Other Account Unpaid Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_unpaid_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit Other Account Unpaid Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_allow_edit
                                Boolean
                                
                                
    
                                    
                                    compute='_compute_risk_allow_edit'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_amount_exceeded
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_exception'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    string='Risk Over Limit'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_currency_id
                                Many2one → res.currency
                                
                                
    
                                    
                                    comodel_name='res.currency'
                                    
                                    compute='_compute_credit_currency'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_exception
                                Boolean
                                
                                
    
                                    
                                    compute='_compute_risk_exception'
                                    
                                    help='It Indicate if partner risk exceeded'
                                    
                                    search='_search_risk_exception'
                                    
                                    string='Risk Exception'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_draft
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Total amount of invoices in Draft or Pro-forma state'
                                    
                                    string='Total Draft Invoices'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_draft_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation'
                                    
                                    string='Include Draft Invoices'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_draft_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit In Draft Invoices'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_open
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Open Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_open_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Open Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_open_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit In Open Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_unpaid
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Unpaid Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_unpaid_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Unpaid Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_unpaid_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit In Unpaid Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_remaining_percentage
                                Float
                                
                                
    
                                    
                                    compute='_compute_risk_remaining'
                                    
                                    string='Risk Remaining (Percentage)'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_remaining_value
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_remaining'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    string='Risk Remaining (Value)'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_total
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_exception'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Sum of total risk included'
                                    
                                    string='Total Risk'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (1)
                        
                        
    
                            
                            
  • 
                                open_risk_pivot_info(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
        

        
    

    
    
    

        

            
                
REPOSITORY

                
REPOSITORYOCA/credit-control

                
GIT

                
GIThttps://github.com/OCA/credit-control.git

                
GIT FOLDER

                
GIT FOLDERhttps://github.com/OCA/credit-control/tree/13.0/account_financial_risk

                
VERSION

                
VERSION
                    
                    
                    2.3.2
                    
                

                
CATEGORY

                
CATEGORYAccounting

                
LICENSE

                
LICENSEAGPL-3

                
APPLICATION

                
APPLICATIONNo

                
AUTO-INSTALLABLE

                
AUTO-INSTALLABLENo

                
AUTHORS

                
AUTHORSTecnativa, Odoo Community Association (OCA)

                
MAINTAINERS

                
MAINTAINERSTecnativa, Odoo Community Association (OCA)

                
COMMITTERS

                
COMMITTERSPedro M. Baeza, mreficent, Carlos Dauden, OCA Transbot, AaronHForgeFlow, oca-travis, Weblate, OCA-git-bot

                
WEBSITE

                
WEBSITEhttps://github.com/OCA/credit-control

                
LAST TRACKING UPDATE

                
LAST TRACKING UPDATE2026-07-06 00:34:19

                
ODOO DEPENDENCIES

                
ODOO DEPENDENCIES
                    
                    odoo/odoo:

                    
                        - account

                    
                        - base_setup

                    
                        - base

                    
                        - web

                    
                        - product

                    
                        - mail

                    
                        - bus

                    
                        - web_tour

                    
                        - uom

                    
                        - analytic

                    
                        - portal

                    
                        - web_editor

                    
                        - http_routing

                    
                        - auth_signup

                    
                        - digest

                    
                        - resource

                    
                    
                

                
PYTHON DEPENDENCIES

                
PYTHON DEPENDENCIES
                    
                    Not have
                    
                

                
SYSTEM DEPENDENCIES

                
SYSTEM DEPENDENCIES
                    
                    Not have
                    
                

                
DESCRIPTION

                
DESCRIPTION

            
        


        
Code Analysis

        
Views touched (5)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    assets_common
                    assets_common
                    ir.ui.view
                    qweb
                    
                        
                        Inherits web.assets_common
                        
                    
                

                
                

                    financial_risk_account_move_line_pivot_view
                    Account financial risk account move line pivot view
                    account.move.line
                    pivot
                    
                        
                        New
                        
                    
                

                
                

                    partner_risk_exceeded_wizard
                    Partner risk exceeded
                    partner.risk.exceeded.wiz
                    form
                    
                        
                        New
                        
                    
                

                
                

                    res_config_settings_view_form
                    res.config.settings.view.form.inherit.partner.financial.risk
                    res.config.settings
                    xpath
                    
                        
                        Inherits account.res_config_settings_view_form
                        
                    
                

                
                

                    res_partner_view_risk
                    res.partner.view.risk
                    res.partner
                    page
                    
                        
                        Inherits base.view_partner_form
                        
                    
                

                
            
        

        

        

        
Models touched (5)

        
        

            
            

                

                    
                

                

                    

                        New fields (2)
                        
                        
    
                            
                            
  • 
                                risk_amount_total_currency
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_amount_total_currency'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    string='Risk Amount Total'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_currency_id
                                Many2one
                                
                                
    
                                    
                                    related='partner_id.risk_currency_id'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (2)
                        
                        
    
                            
                            
  • 
                                post(self)
                                
                                
                            
    • 
                            
                            
  • 
                                risk_exception_msg(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (4)
                        
                        
    
                            
                            
  • 
                                continue_method
                                Char
                                
                            
    • 
                            
                            
  • 
                                exception_msg
                                Text
                                
                                
    
                                    
                                    readonly=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                origin_reference
                                Reference
                                
                                
    
                                    
                                    
                                    
                                    string='Object'
                                    
                                    args: <expr>
                                
    
                                
                            
    • 
                            
                            
  • 
                                partner_id
                                Many2one → res.partner
                                
                                
    
                                    
                                    comodel_name='res.partner'
                                    
                                    readonly=True
                                    
                                    string='Customer'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (2)
                        
                        
    
                            
                            
  • 
                                action_show(self)
                                
                                
                            
    • 
                            
                            
  • 
                                button_continue(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (2)
                        
                        
    
                            
                            
  • 
                                allow_overrisk_invoice_validation
                                Boolean
                                
                                
    
                                    
                                    help='Always allow the validation of draft invoices. Useful when the flow comes from sales orders and the over-risk has already been allowed when confirming these.'
                                    
                                    string='Allow invoice validation over the risk'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                invoice_unpaid_margin
                                Integer
                                
                                
    
                                    
                                    help='Days after due date to set an invoice as unpaid. The change of this field recompute all partners risk, be patient.'
                                    
                                    string='Maturity Margin'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (0)
                        
                        
No public methods.

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (2)
                        
                        
    
                            
                            
  • 
                                allow_overrisk_invoice_validation
                                Boolean
                                
                                
    
                                    
                                    readonly=False
                                    
                                    related='company_id.allow_overrisk_invoice_validation'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                invoice_unpaid_margin
                                Integer
                                
                                
    
                                    
                                    readonly=False
                                    
                                    related='company_id.invoice_unpaid_margin'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (0)
                        
                        
No public methods.

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (24)
                        
                        
    
                            
                            
  • 
                                credit_currency
                                Selection
                                
                                
    
                                    
                                    default='company'
                                    
                                    selection=[('company', 'Company Currency'), ('receivable', 'Receivable Currency'), ('pricelist', 'Pricelist Currency'), ('manual', 'Manual Credit Currency')]
                                    
                                    tracking=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                credit_limit
                                Float
                                
                                
    
                                    
                                    tracking=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                credit_policy
                                Char
                                
                            
    • 
                            
                            
  • 
                                manual_credit_currency_id
                                Many2one → res.currency
                                
                                
    
                                    
                                    comodel_name='res.currency'
                                    
                                    string='Manual Credit Currency'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                move_line_ids
                                One2many → account.move.line
                                
                                
    
                                    
                                    comodel_name='account.move.line'
                                    
                                    inverse_name='partner_id'
                                    
                                    string='Account Moves'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Other Account Open Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Other Account Open Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit Other Account Open Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_unpaid
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Other Account Unpaid Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_unpaid_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Other Account Unpaid Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_unpaid_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit Other Account Unpaid Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_allow_edit
                                Boolean
                                
                                
    
                                    
                                    compute='_compute_risk_allow_edit'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_currency_id
                                Many2one → res.currency
                                
                                
    
                                    
                                    comodel_name='res.currency'
                                    
                                    compute='_compute_credit_currency'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_exception
                                Boolean
                                
                                
    
                                    
                                    compute='_compute_risk_exception'
                                    
                                    help='It Indicate if partner risk exceeded'
                                    
                                    search='_search_risk_exception'
                                    
                                    string='Risk Exception'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_draft
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Total amount of invoices in Draft or Pro-forma state'
                                    
                                    string='Total Draft Invoices'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_draft_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation'
                                    
                                    string='Include Draft Invoices'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_draft_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit In Draft Invoices'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_open
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Open Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_open_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Open Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_open_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit In Open Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_unpaid
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Unpaid Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_unpaid_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Unpaid Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_unpaid_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit In Unpaid Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_total
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_exception'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Sum of total risk included'
                                    
                                    string='Total Risk'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (1)
                        
                        
    
                            
                            
  • 
                                open_risk_pivot_info(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
        

        
    

    
    
    

        

            
                
REPOSITORY

                
REPOSITORYOCA/credit-control

                
GIT

                
GIThttps://github.com/OCA/credit-control.git

                
GIT FOLDER

                
GIT FOLDERhttps://github.com/OCA/credit-control/tree/12.0/account_financial_risk

                
VERSION

                
VERSION
                    
                    
                    3.1.0
                    
                

                
CATEGORY

                
CATEGORYAccounting

                
LICENSE

                
LICENSEAGPL-3

                
APPLICATION

                
APPLICATIONNo

                
AUTO-INSTALLABLE

                
AUTO-INSTALLABLENo

                
AUTHORS

                
AUTHORSTecnativa, Odoo Community Association (OCA)

                
MAINTAINERS

                
MAINTAINERSTecnativa, Odoo Community Association (OCA)

                
COMMITTERS

                
COMMITTERSPedro M. Baeza, GitHub, mreficent, Carlos Dauden, OCA Transbot, AaronHForgeFlow, oca-travis, Weblate, OCA-git-bot, JesusVMayor

                
WEBSITE

                
WEBSITEhttps://github.com/OCA/credit-control

                
LAST TRACKING UPDATE

                
LAST TRACKING UPDATE2026-07-06 00:29:24

                
ODOO DEPENDENCIES

                
ODOO DEPENDENCIES
                    
                    odoo/odoo:

                    
                        - account

                    
                        - base_setup

                    
                        - base

                    
                        - web

                    
                        - product

                    
                        - decimal_precision

                    
                        - mail

                    
                        - bus

                    
                        - web_tour

                    
                        - uom

                    
                        - analytic

                    
                        - portal

                    
                        - http_routing

                    
                        - digest

                    
                    
                

                
PYTHON DEPENDENCIES

                
PYTHON DEPENDENCIES
                    
                    Not have
                    
                

                
SYSTEM DEPENDENCIES

                
SYSTEM DEPENDENCIES
                    
                    Not have
                    
                

                
DESCRIPTION

                
DESCRIPTION

            
        


        
Code Analysis

        
Views touched (7)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    account_invoice_confirm_view
                    account.invoice.confirm.form
                    account.invoice.confirm
                    xpath
                    
                        
                        Inherits account.account_invoice_confirm_view
                        
                    
                

                
                

                    assets_common
                    assets_common
                    ir.ui.view
                    qweb
                    
                        
                        Inherits web.assets_common
                        
                    
                

                
                

                    financial_risk_account_invoice_pivot_view
                    Account financial risk invoice pivot view
                    account.invoice
                    pivot
                    
                        
                        New
                        
                    
                

                
                

                    financial_risk_account_move_line_pivot_view
                    Account financial risk account move line pivot view
                    account.move.line
                    pivot
                    
                        
                        New
                        
                    
                

                
                

                    partner_risk_exceeded_wizard
                    Partner risk exceeded
                    partner.risk.exceeded.wiz
                    form
                    
                        
                        New
                        
                    
                

                
                

                    res_config_settings_view_form
                    res.config.settings.view.form.inherit.partner.financial.risk
                    res.config.settings
                    xpath
                    
                        
                        Inherits account.res_config_settings_view_form
                        
                    
                

                
                

                    res_partner_view_risk
                    res.partner.view.risk
                    res.partner
                    page
                    
                        
                        Inherits base.view_partner_form
                        
                    
                

                
            
        

        

        

        
Models touched (6)

        
        

            
            

                

                    
                

                

                    

                        New fields (3)
                        
                        
    
                            
                            
  • 
                                company_currency_id
                                Many2one
                                
                                
    
                                    
                                    store=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_amount_total_currency
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_amount_total_currency'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    string='Risk Amount Total'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_currency_id
                                Many2one
                                
                                
    
                                    
                                    related='partner_id.risk_currency_id'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (2)
                        
                        
    
                            
                            
  • 
                                action_invoice_open(self)
                                
    @api.multi
    
                                
                            
    • 
                            
                            
  • 
                                risk_exception_msg(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (1)
                        
                        
    
                            
                            
  • 
                                info_risk
                                Text
                                
                                
    
                                    
                                    default=_default_info_risk
                                    
                                    readonly=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (0)
                        
                        
No public methods.

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (4)
                        
                        
    
                            
                            
  • 
                                continue_method
                                Char
                                
                            
    • 
                            
                            
  • 
                                exception_msg
                                Text
                                
                                
    
                                    
                                    readonly=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                origin_reference
                                Reference
                                
                                
    
                                    
                                    
                                    
                                    string='Object'
                                    
                                    args: <expr>
                                
    
                                
                            
    • 
                            
                            
  • 
                                partner_id
                                Many2one → res.partner
                                
                                
    
                                    
                                    comodel_name='res.partner'
                                    
                                    readonly=True
                                    
                                    string='Customer'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (2)
                        
                        
    
                            
                            
  • 
                                action_show(self)
                                
    @api.multi
    
                                
                            
    • 
                            
                            
  • 
                                button_continue(self)
                                
    @api.multi
    
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (2)
                        
                        
    
                            
                            
  • 
                                allow_overrisk_invoice_validation
                                Boolean
                                
                                
    
                                    
                                    help='Always allow the validation of draft invoices. Useful when the flow comes from sales orders and the over-risk has already been allowed when confirming these.'
                                    
                                    string='Allow invoice validation over the risk'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                invoice_unpaid_margin
                                Integer
                                
                                
    
                                    
                                    help='Days after due date to set an invoice as unpaid. The change of this field recompute all partners risk, be patient.'
                                    
                                    string='Maturity Margin'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (1)
                        
                        
    
                            
                            
  • 
                                write(self, vals)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (2)
                        
                        
    
                            
                            
  • 
                                allow_overrisk_invoice_validation
                                Boolean
                                
                                
    
                                    
                                    readonly=False
                                    
                                    related='company_id.allow_overrisk_invoice_validation'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                invoice_unpaid_margin
                                Integer
                                
                                
    
                                    
                                    readonly=False
                                    
                                    related='company_id.invoice_unpaid_margin'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (0)
                        
                        
No public methods.

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (24)
                        
                        
    
                            
                            
  • 
                                credit_currency
                                Selection
                                
                                
    
                                    
                                    default='company'
                                    
                                    selection=[('company', 'Company Currency'), ('receivable', 'Receivable Currency'), ('pricelist', 'Pricelist Currency'), ('manual', 'Manual Credit Currency')]
                                    
                                    track_visibility='onchange'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                credit_limit
                                Float
                                
                                
    
                                    
                                    track_visibility='onchange'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                credit_policy
                                Char
                                
                            
    • 
                            
                            
  • 
                                manual_credit_currency_id
                                Many2one → res.currency
                                
                                
    
                                    
                                    comodel_name='res.currency'
                                    
                                    string='Manual Credit Currency'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                move_line_ids
                                One2many → account.move.line
                                
                                
    
                                    
                                    comodel_name='account.move.line'
                                    
                                    inverse_name='partner_id'
                                    
                                    string='Account Moves'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Other Account Open Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Other Account Open Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit Other Account Open Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_unpaid
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Other Account Unpaid Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_unpaid_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Other Account Unpaid Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_unpaid_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit Other Account Unpaid Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_allow_edit
                                Boolean
                                
                                
    
                                    
                                    compute='_compute_risk_allow_edit'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_currency_id
                                Many2one → res.currency
                                
                                
    
                                    
                                    comodel_name='res.currency'
                                    
                                    compute='_compute_credit_currency'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_exception
                                Boolean
                                
                                
    
                                    
                                    compute='_compute_risk_exception'
                                    
                                    help='It Indicate if partner risk exceeded'
                                    
                                    search='_search_risk_exception'
                                    
                                    string='Risk Exception'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_draft
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_invoice'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Total amount of invoices in Draft or Pro-forma state'
                                    
                                    string='Total Draft Invoices'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_draft_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation'
                                    
                                    string='Include Draft Invoices'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_draft_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit In Draft Invoices'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_open
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Open Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_open_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Open Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_open_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit In Open Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_unpaid
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Unpaid Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_unpaid_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Unpaid Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_unpaid_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit In Unpaid Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_total
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_exception'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Sum of total risk included'
                                    
                                    string='Total Risk'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (1)
                        
                        
    
                            
                            
  • 
                                open_risk_pivot_info(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
        

        
    

    
    
    

        

            
                
REPOSITORY

                
REPOSITORYOCA/credit-control

                
GIT

                
GIThttps://github.com/OCA/credit-control.git

                
GIT FOLDER

                
GIT FOLDERhttps://github.com/OCA/credit-control/tree/11.0/account_financial_risk

                
VERSION

                
VERSION
                    
                    
                    3.1.0
                    
                

                
CATEGORY

                
CATEGORYAccounting

                
LICENSE

                
LICENSEAGPL-3

                
APPLICATION

                
APPLICATIONNo

                
AUTO-INSTALLABLE

                
AUTO-INSTALLABLENo

                
AUTHORS

                
AUTHORSTecnativa, Odoo Community Association (OCA)

                
MAINTAINERS

                
MAINTAINERSTecnativa, Odoo Community Association (OCA)

                
COMMITTERS

                
COMMITTERSPedro M. Baeza, mreficent, Carlos Dauden, OCA Transbot, AaronHForgeFlow, oca-travis, Weblate, OCA-git-bot, OCA Git Bot

                
WEBSITE

                
WEBSITEhttps://github.com/OCA/credit-control

                
LAST TRACKING UPDATE

                
LAST TRACKING UPDATE2026-07-06 00:24:01

                
ODOO DEPENDENCIES

                
ODOO DEPENDENCIES
                    
                    odoo/odoo:

                    
                        - account

                    
                        - base_setup

                    
                        - base

                    
                        - web

                    
                        - product

                    
                        - decimal_precision

                    
                        - mail

                    
                        - bus

                    
                        - web_tour

                    
                        - analytic

                    
                        - web_planner

                    
                        - portal

                    
                        - http_routing

                    
                    
                

                
PYTHON DEPENDENCIES

                
PYTHON DEPENDENCIES
                    
                    Not have
                    
                

                
SYSTEM DEPENDENCIES

                
SYSTEM DEPENDENCIES
                    
                    Not have
                    
                

                
DESCRIPTION

                
DESCRIPTION

            
        


        
Code Analysis

        
Views touched (7)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    account_invoice_confirm_view
                    account.invoice.confirm.form
                    account.invoice.confirm
                    xpath
                    
                        
                        Inherits account.account_invoice_confirm_view
                        
                    
                

                
                

                    assets_common
                    assets_common
                    ir.ui.view
                    qweb
                    
                        
                        Inherits web.assets_common
                        
                    
                

                
                

                    financial_risk_account_invoice_pivot_view
                    Account financial risk invoice pivot view
                    account.invoice
                    pivot
                    
                        
                        New
                        
                    
                

                
                

                    financial_risk_account_move_line_pivot_view
                    Account financial risk account move line pivot view
                    account.move.line
                    pivot
                    
                        
                        New
                        
                    
                

                
                

                    partner_risk_exceeded_wizard
                    Partner risk exceeded
                    partner.risk.exceeded.wiz
                    form
                    
                        
                        New
                        
                    
                

                
                

                    res_config_settings_view_form
                    res.config.settings.view.form.inherit.partner.financial.risk
                    res.config.settings
                    xpath
                    
                        
                        Inherits account.res_config_settings_view_form
                        
                    
                

                
                

                    res_partner_view_risk
                    res.partner.view.risk
                    res.partner
                    page
                    
                        
                        Inherits base.view_partner_form
                        
                    
                

                
            
        

        

        

        
Models touched (6)

        
        

            
            

                

                    
                

                

                    

                        New fields (3)
                        
                        
    
                            
                            
  • 
                                company_currency_id
                                Many2one
                                
                                
    
                                    
                                    store=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_amount_total_currency
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_amount_total_currency'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    string='Risk Amount Total'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_currency_id
                                Many2one
                                
                                
    
                                    
                                    related='partner_id.risk_currency_id'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (2)
                        
                        
    
                            
                            
  • 
                                action_invoice_open(self)
                                
    @api.multi
    
                                
                            
    • 
                            
                            
  • 
                                risk_exception_msg(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (1)
                        
                        
    
                            
                            
  • 
                                info_risk
                                Text
                                
                                
    
                                    
                                    default=_default_info_risk
                                    
                                    readonly=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (0)
                        
                        
No public methods.

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (4)
                        
                        
    
                            
                            
  • 
                                continue_method
                                Char
                                
                            
    • 
                            
                            
  • 
                                exception_msg
                                Text
                                
                                
    
                                    
                                    readonly=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                origin_reference
                                Reference
                                
                                
    
                                    
                                    
                                    
                                    string='Object'
                                    
                                    args: <expr>
                                
    
                                
                            
    • 
                            
                            
  • 
                                partner_id
                                Many2one → res.partner
                                
                                
    
                                    
                                    comodel_name='res.partner'
                                    
                                    readonly=True
                                    
                                    string='Customer'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (2)
                        
                        
    
                            
                            
  • 
                                action_show(self)
                                
    @api.multi
    
                                
                            
    • 
                            
                            
  • 
                                button_continue(self)
                                
    @api.multi
    
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (1)
                        
                        
    
                            
                            
  • 
                                invoice_unpaid_margin
                                Integer
                                
                                
    
                                    
                                    help='Days after due date to set an invoice as unpaid.The change of this field recompute all partners risk,be patient.'
                                    
                                    string='Maturity Margin'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (1)
                        
                        
    
                            
                            
  • 
                                write(self, vals)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (1)
                        
                        
    
                            
                            
  • 
                                invoice_unpaid_margin
                                Integer
                                
                                
    
                                    
                                    related='company_id.invoice_unpaid_margin'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (0)
                        
                        
No public methods.

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (24)
                        
                        
    
                            
                            
  • 
                                credit_currency
                                Selection
                                
                                
    
                                    
                                    default='company'
                                    
                                    selection=[('company', 'Company Currency'), ('receivable', 'Receivable Currency'), ('pricelist', 'Pricelist Currency'), ('manual', 'Manual Credit Currency')]
                                    
                                    track_visibility='onchange'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                credit_limit
                                Float
                                
                                
    
                                    
                                    track_visibility='onchange'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                credit_policy
                                Char
                                
                            
    • 
                            
                            
  • 
                                manual_credit_currency_id
                                Many2one → res.currency
                                
                                
    
                                    
                                    comodel_name='res.currency'
                                    
                                    string='Manual Credit Currency'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                move_line_ids
                                One2many → account.move.line
                                
                                
    
                                    
                                    comodel_name='account.move.line'
                                    
                                    inverse_name='partner_id'
                                    
                                    string='Account Moves'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Other Account Open Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Other Account Open Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit Other Account Open Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_unpaid
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Other Account Unpaid Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_unpaid_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Other Account Unpaid Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_account_amount_unpaid_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit Other Account Unpaid Amount'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_allow_edit
                                Boolean
                                
                                
    
                                    
                                    compute='_compute_risk_allow_edit'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_currency_id
                                Many2one → res.currency
                                
                                
    
                                    
                                    comodel_name='res.currency'
                                    
                                    compute='_compute_credit_currency'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_exception
                                Boolean
                                
                                
    
                                    
                                    compute='_compute_risk_exception'
                                    
                                    help='It Indicate if partner risk exceeded'
                                    
                                    search='_search_risk_exception'
                                    
                                    string='Risk Exception'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_draft
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_invoice'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Total amount of invoices in Draft or Pro-forma state'
                                    
                                    string='Total Draft Invoices'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_draft_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation'
                                    
                                    string='Include Draft Invoices'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_draft_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit In Draft Invoices'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_open
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Open Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_open_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Open Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_open_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit In Open Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_unpaid
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Total Unpaid Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_unpaid_include
                                Boolean
                                
                                
    
                                    
                                    help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                                    
                                    string='Include Unpaid Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_invoice_unpaid_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit In Unpaid Invoices/Principal Balance'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_total
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_exception'
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Sum of total risk included'
                                    
                                    string='Total Risk'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (1)
                        
                        
    
                            
                            
  • 
                                open_risk_pivot_info(self)
                                
                                
                            
    •